Position in KIM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$153,798
+$51,043 QoQ
Shares Held
6,067
+32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $26,118,664 across 25 REIT - Retail names. KIM ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
280,847 | $17,401,280 | |
| 2 | SPG |
Simon Property Group Inc.
|
18,256 | $4,082,954 | |
| 3 | NNN |
Nnn REIT, Inc.
|
18,340 | $853,360 | |
| 4 | REG |
Regency Centers Corp
|
9,652 | $769,650 | |
| 5 | FRT |
Federal Realty Investment Trust
|
5,554 | $685,585 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
20,308 | $677,474 | |
| 7 | KRG |
Kite Realty Group Trust
|
17,363 | $492,761 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
9,368 | $331,627 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,798 | 6,067 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $102,755 | 4,573 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,701 | 3,636 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $90,349 | 4,135 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $73,948 | 3,518 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $70,092 | 3,300 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $74,413 | 3,176 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $68,452 | 2,948 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $55,538 | 2,854 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $66,419 | 3,387 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $57,473 | 2,697 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $45,734 | 2,600 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $34,963 | 1,773 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $41,227 | 2,111 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $44,414 | 2,097 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $42,306 | 2,298 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,865 | 1,106 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $39,396 | 1,595 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $50,951 | 2,067 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $32,494 | 1,566 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $21,287 | 1,021 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,975 | 1,012 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $15,055 | 1,003 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $11,169 | 992 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,621 | 983 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,225 | 954 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||